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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Eagle Mountain, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 04/2021 | Present |
| Bestbuy | Idaho Falls | ID | 12/2019 | 04/2021 |
| Boomsourcing | Lehi | UT | 02/2019 | 04/2019 |
| Beck Farms | Burley | ID | 02/2018 | 08/2018 |
| Pine View Farms | Burley | ID | 09/2017 | 12/2017 |
| Handy Truck Line | Rupert | ID | 01/2017 | 04/2017 |
| Brigham Young University - Idaho | Rexburg | ID | 09/2016 | 04/2021 |
| Crawford Body & Towing | Burley | ID | 03/2016 | 09/2016 |
| Pizza Hut | Burley | ID | 02/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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